LNC LINCOLN NATIONAL CORP

CIK 0000059558 24 ready 8-Ks latest May 7, 2026, 7:59 PM ET RSS · JSON

Activity: NORMAL 2 filings / 30d vs 1 baseline

Ready 8-Ks 24

Latest filing June 1, 2026, 8:00 AM ET

Top materiality 0.85

Event mix earnings ×9 · leadership ×5 · debt ×4

Sentiment 8 pos · 1 neg · 15 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for LNC

Highest-materiality recent filing

Lincoln sells 9.9% stake to Bain Capital for $825M; 10-year asset mgmt pact

April 9, 2025, 7:59 PM ET M&A materiality 0.85 positive item 3.02 item 7.01 item 9.01

Bain Capital buys ~18.8M shares at $44.00/share, a 25% premium to 30-day VWAP.
Transaction provides $825M growth capital; expected to close H2 2025.

Read filing →

May 7, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Lincoln Financial Q1: adj. operating EPS $1.66, net loss $1.10; Group Protection record

Net loss available to common stockholders $(211)M ($1.10 diluted EPS); adjusted operating income available to common stockholders $326M ($1.66 diluted EPS).
February 12, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Lincoln Financial Q4 adjusted EPS $2.21 vs $1.91 YoY; net income falls to $745M

Q4 adjusted operating income available to common $434M ($2.21/diluted share), up from $332M ($1.91) YoY.
October 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Lincoln Financial reports Q3 net income $411M; adj. EPS $2.04, up from prior-year loss

Net income available to common stockholders of $411M ($2.12 diluted EPS) vs prior-year loss of $562M.
July 31, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

Lincoln Financial Q2 adjusted op income $427M ($2.36/share); Group Protection record margin 12.5%

Net income $688M ($3.80 diluted) vs $884M ($5.11) a year ago; adjusted operating income $427M ($2.36) up from $324M ($1.87).
May 20, 2025, 7:59 PM ET debt materiality 0.75 neutral item 2.03

Lincoln National issues $500M 2.330% notes due 2030, creates $1B P-Caps facility for 6.792% notes due 2055

Exercised issuance right to exchange $500M 2.330% Senior Notes due 2030 for Treasury strips held by Trust I; notes distributed to 2030 P-Cap holders on May 20.
May 12, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01 item 9.01

Lincoln National launches $375M cash tender offer for eight debt series; replaces P-Caps

Tender offer for eight series of securities, capped at $375M aggregate, $220M sub-cap for subordinated securities.
May 8, 2025, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01

Lincoln Financial Q1 net loss $756M, adjusted operating income $280M; announces Bain Capital partnership

Q1 net loss available to common stockholders of $756M ($4.41/diluted share) vs prior-year net income $1.19B.
April 9, 2025, 7:59 PM ET M&A materiality 0.85 positive item 3.02 item 7.01 item 9.01

Lincoln sells 9.9% stake to Bain Capital for $825M; 10-year asset mgmt pact

Bain Capital buys ~18.8M shares at $44.00/share, a 25% premium to 30-day VWAP.
February 6, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

Lincoln Financial Q4 net income $1.7B, adjusted EPS $1.91; RBC ratio >430%

Q4 net income $1.7B ($9.63/diluted share) vs net loss $1.2B in Q4 2023.
October 31, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Lincoln Financial Q3 adjusted operating income $358M, or $2.06/share; net loss $(562)M on non-economic items

Adjusted operating income $358M ($2.06/diluted); net loss $(562)M ($(3.29)/share) from derivative and market risk benefit changes.
August 26, 2024, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 item 9.01

Lincoln National adds CEO to amended severance plan: 2x salary+bonus over 104 weeks

Compensation Committee amended Severance Plan on Aug 22, 2024 to include the CEO as a participant.
August 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Lincoln Financial Q2 adjusted EPS $1.84, RBC ratio above 420%

Net income $884M ($5.11 diluted); adjusted operating income $319M ($1.84 diluted).
May 2, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Lincoln Financial Q1 adj op income $0.41 vs $1.52 prior; legal accrual $90M, severance $39M

Net income available to common $1.2B ($6.93 dil EPS) driven by $1.1B non-economic market risk benefit gain.

Executive changes

Appointed

James Morris

Director

LNC · LINCOLN NATIONAL CORP

Effective: 2025-03-03
Filed: March 4, 2025, 6:59 PM ET

On March 3, 2025, the Board of Directors (the “Board”) of Lincoln National Corporation (the “Corporation” or “LNC”) approved an increase to the size of the Board effective the same date (as further discussed below under Item 5.03) and elected James Morris to serve as a new director on the Board effective March 3, 2025, for a term to end at the Corporation’s 2025 Annual Meeting of Shareholders.

Departed

Janet Liang

Director

LNC · LINCOLN NATIONAL CORP

Effective: 2025-01-30
Filed: February 4, 2025, 6:59 PM ET

On January 30, 2025, Janet Liang submitted to the Lincoln National Corporation (the "Company") Board of Directors (the "Board") her resignation from her position as a director on the Board, with such resignation to be effective immediately.

Departed

Matthew Grove

named executive officer

LNC · LINCOLN NATIONAL CORP

Effective: 2024-05-15
Filed: May 15, 2024, 7:59 PM ET

Effective May 15, 2024, Matthew Grove, a named executive officer who was previously responsible for the Lincoln National Corporation (“Company”) wealth management business and led the Company’s Life and Annuities businesses, ceased to be an executive officer of the Company.

Earnings & guidance

2026-Q1 EPS reported -$1.10 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.62 · Most common event earnings

8 positive 1 negative 15 neutral

source · LNC on sec.gov